Space photovoltaics are projected to be the strongest trend in the new energy sector for 2026. On January 14, 2026, the Hua Xia Photovoltaic ETF (515370) increased by 2.35%, with its holdings, Jidian Co., hitting the daily limit, while Laplace rose by over 7% and Canadian Solar increased by more than 5%.
According to a research report from Guojin Securities, space photovoltaics are becoming a core branch of the commercial aerospace sector. Their advantages, which include high value, inflation trends, and significant barriers to entry, are gradually gaining market recognition. This week saw a shift in market dynamics, expanding from leading stocks to include equipment and material sectors. We reaffirm our stance that space photovoltaics will be the strongest trend in the new energy sector for 2026. The market has further potential, and we recommend active participation.
The removal of export tax rebates for photovoltaics is on schedule; however, the effective date of April 1 provides a window for manufacturers to manage demand during the typically weaker first quarter. This also accelerates the clearing of uncompetitive production capacities and firms, with measures focusing on addressing fundamental issues.
The Hua Xia Photovoltaic ETF (515370) and its linked funds (012885/012886) track the CSI Photovoltaic Industry Index, covering companies across the entire photovoltaic supply chain, including silicon wafers, polysilicon, solar cells, cables, photovoltaic glass, battery modules, inverters, mounting structures, and solar power stations. This comprehensive coverage allows for a better reflection of the overall performance of the photovoltaic industry. The index contains 83.64% photovoltaic content, ranking first across all market dimensions.
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